Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,936
Closed -$62.7K 120
2023
Q3
$62.7K Hold
1,936
0.44% 20
2023
Q2
$72K Sell
1,936
-668
-26% -$24.8K 0.29% 35
2023
Q1
$101K Sell
2,604
-30
-1% -$1.17K 0.08% 41
2022
Q4
$104K Buy
2,634
+9
+0.3% +$355 0.09% 39
2022
Q3
$100K Sell
2,625
-1,018
-28% -$38.8K 0.09% 46
2022
Q2
$185K Hold
3,643
0.17% 34
2022
Q1
$188K Buy
3,643
+1,527
+72% +$78.8K 0.14% 39
2021
Q4
$111K Sell
2,116
-90
-4% -$4.72K ﹤0.01% 41
2021
Q3
$119K Sell
2,206
-462
-17% -$24.9K 0.12% 38
2021
Q2
$150K Sell
2,668
-2,636
-50% -$148K 0.13% 61
2021
Q1
$308K Sell
5,304
-657
-11% -$38.2K 0.31% 35
2020
Q4
$350K Buy
5,961
+328
+6% +$19.3K 0.28% 29
2020
Q3
$335K Buy
5,633
+8
+0.1% +$476 0.4% 29
2020
Q2
$310K Sell
5,625
-38
-0.7% -$2.09K 0.39% 29
2020
Q1
$304K Sell
5,663
-128
-2% -$6.87K 0.36% 34
2019
Q4
$356K Buy
+5,791
New +$356K 0.48% 36